Wealth Advisory Client Services Coordinator - In-Office Role
CLA (CliftonLarsonAllen)
CLA is seeking four Client Service Coordinators for our shared services center. This role will be performed in office and involves handling client service tasks for Wealth Advisory operations on a national level. The role requires 2 years of financial services experience, strong computer skills (Tamarac CRM, Laserfiche, MS Office), and a commitment to excellent service. Travel is minimal, with <10% travel indicated. #J-18808-Ljbffr CLA (CliftonLarsonAllen)
Vacancy posted 5 days ago
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